Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FOOD & BEVERAGE
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
799,245
-
Shares change
-
-199,244
-
Total reported value, excl. options
-
$37,146,112
-
Value change
-
-$9,587,960
-
Number of buys
-
14
-
Number of sells
-
-24
-
Price
-
$46.48
Significant Holders of INVESCO EXCHANGE TRADED FD T - FOOD & BEVERAGE (PBJ) as of Q4 2024
56 filings reported holding PBJ - INVESCO EXCHANGE TRADED FD T - FOOD & BEVERAGE as of Q4 2024.
INVESCO EXCHANGE TRADED FD T - FOOD & BEVERAGE (PBJ) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 799,245 shares
.
Largest 10 shareholders include LPL Financial LLC (128,500 shares), MORGAN STANLEY (92,975 shares), Mainsail Financial Group, LLC (82,375 shares), BANK OF AMERICA CORP /DE/ (64,078 shares), Sage Capital Management, LLC (56,017 shares), RAYMOND JAMES FINANCIAL INC (46,208 shares), HOWE & RUSLING INC (45,681 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (34,655 shares), PRINCIPAL SECURITIES, INC. (33,522 shares), and GOLDMAN SACHS GROUP INC (30,471 shares).
This table shows the top 49 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.